Joseph Gunnar & Co., LLC
Assets Under Management
$34.0M
Number of Clients
53
Number of Advisors
8
Average Client AUM
$641K
AUM per Advisor
$4.2M
Compensation
Fee-Only (AUM)
About This Firm
Joseph Gunnar & Co., LLC offers personalized portfolio management services through a wrap fee program and selection of third-party money managers (TPMMs). They monitor TPMM performance and can reallocate assets. They do not offer advice on any particular investment type since they only refer you to TPMM.
Fee Structure
Joseph Gunnar & Co., LLC does not charge a separate fee for selecting other advisers. They share in the advisory fee you pay directly to the TPMM, which will not exceed 3% annually. The Program fee is negotiable based on individual client circumstances. TPMM custody fees through RBC range between 0.05% and 0.35% annually, and Envestnet charges a sponsor fee of between 0.05% and 0.18% annually.
Areas of Practice
Location
1000 Rxr Plaza, 10th Floor, Uniondale, NY, 11556